Vida Wealth Group, Inc. (“Vida Wealth Group,” “we,” “us,” or “our”) is committed to protecting your personal information. This Privacy Policy explains what information we collect, how we use it, and your rights regarding that information. By using our website at vidawealthgroup.com or submitting any form on our site, you agree to the practices described in this policy.
1. Information We Collect
We collect information you provide directly to us and information collected automatically when you use our website.
Information You Provide
When you fill out a form on our website, you may provide: full name, email address, phone number, state of residence, financial interests and goals (e.g., tax-advantaged retirement, cash accumulation), whether you currently hold an Indexed Universal Life (IUL) policy, and any other information you voluntarily include in a message or form field.
Information Collected Automatically
When you visit our website, we may automatically collect your IP address and general geographic location, browser type and version, operating system, pages visited, time on site and referring URLs, device type, and cookies and similar tracking technologies (see Section 6).
2. How We Use Your Information
- To respond to your inquiry. When you submit a form, Paul Rodriguez or a member of the Vida Wealth Group team will use your contact information to reach out and prepare for your free strategy call.
- To personalize your consultation. Information about your financial interests and goals helps us provide a more relevant conversation during your strategy call.
- To send follow-up communications. We may contact you via email, phone, or SMS with information relevant to your inquiry, including educational resources, appointment reminders, or follow-up. You may opt out at any time.
- To improve our website. Automatically collected data helps us understand how visitors use our site so we can improve content and performance.
- To comply with legal obligations. We may use or retain your information as required by applicable law, regulation, or legal process.
We will never sell, rent, or trade your personal information to third-party marketers or advertisers. Your data is used exclusively to serve you.
3. How We Share Your Information
We do not sell your personal information. We may share it only in limited circumstances: with trusted service providers who help us operate (e.g., email delivery, our CRM platform, scheduling tools) under contractual confidentiality; with licensed insurance carriers and product administrators as required to process applications, only with your knowledge and consent; for legal compliance when required by law; and in the event of a business transfer such as a merger or acquisition, in which case we will notify you beforehand.
4. Data Retention
We retain your personal information for as long as reasonably necessary to fulfill the purposes outlined in this Privacy Policy, including providing services, maintaining business records, complying with legal obligations, resolving disputes, and enforcing our agreements. If you request deletion and we are not legally required to retain it, we will delete or anonymize your data within 30 days of a verified request.
5. Your Rights & Choices
Depending on where you live, you may have the right to access, correct, or delete your personal information, and to opt out of marketing communications at any time (click “unsubscribe” in any email, reply STOP to any SMS, or contact us directly). California residents have additional rights under the CCPA, including the right to know what is collected, to opt out of the sale of personal information (we do not sell personal information), and to non-discrimination for exercising these rights. To exercise any right, contact us at [email protected].
6. Cookies & Tracking Technologies
Our website uses cookies and similar technologies. Essential cookies are required for the site to function and cannot be disabled. Analytics cookies help us understand how visitors interact with our site (data is aggregated and anonymized). Marketing/retargeting cookies may be used to show relevant content to previous visitors; you can opt out through your browser settings or the platforms’ opt-out tools. Disabling certain cookies may affect functionality.
7. Third-Party Links & Services
Our website may contain links to third-party websites or embed third-party services (such as appointment scheduling tools). When you interact with these, you are subject to that third party’s own privacy policy. We are not responsible for the privacy practices of third-party websites and encourage you to review their policies.
8. Security of Your Information
We implement reasonable administrative, technical, and physical safeguards to protect your personal information. Our website uses SSL encryption (HTTPS) for all data transmitted between your browser and our servers. No method of transmission over the internet is 100% secure, and we cannot guarantee absolute security.
9. Children’s Privacy
Our website and services are not directed to individuals under 18, and we do not knowingly collect personal information from anyone under 18. If we learn we have inadvertently collected such information, we will delete it promptly.
10. Do Not Track
Our website does not currently respond to browser “Do Not Track” signals. If this changes, we will update this Privacy Policy accordingly.
11. Changes to This Privacy Policy
We may update this Privacy Policy from time to time. When we make material changes, we will update the “Last Updated” date at the top of this page. Your continued use of our website after changes constitutes acceptance of the updated policy.
12. Contact Us
Vida Wealth Group, Inc.
30 N Gould Street, Suite N, Sheridan, WY 82801
(713) 205-0359
[email protected]
Paul Rodriguez, Licensed Insurance Producer — NPN: 20452373 · CA License: 4394966 · Licensed across the U.S..
13. SMS Communications and Mobile Information
When you provide your mobile phone number through our website forms, scheduled phone calls, or in-person meetings, you consent to receive SMS text messages from Vida Wealth Group regarding insurance quotes, appointment reminders, application and policy status updates, and follow-up on your inquiry. Message and data rates may apply. Message frequency varies, typically 2-8 messages per month. Reply STOP at any time to opt out, or HELP for assistance.
No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. Information sharing with subcontractors in support services — such as our SMS delivery provider (Twilio), our CRM platform (AgencyEngine), and customer service tools — is permitted solely to deliver the SMS service you opted into. All other use-case categories exclude text-messaging originator opt-in data and consent; this information will not be shared with any third parties. For questions about your SMS consent or to request removal of your information, contact [email protected] or (713) 205-0359.